UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in NHI — National Health Investors Inc
CIK 861177
NEW YORK, NY
Position in NHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,526,219
-$581,641 QoQ
Shares Held
242,935
+2.8% QoQ
Ownership
0.495%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 305 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in NHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,724,961,747 across 16 REIT - Healthcare Facilities names. NHI ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
7,948,735 | $1,804,124,377 | |
| 2 | VTR |
Ventas, Inc.
|
4,981,404 | $442,348,672 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
6,217,474 | $133,053,938 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,114,655 | $100,826,745 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
1,411,896 | $56,969,999 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
1,030,254 | $53,727,743 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
1,998,790 | $40,315,590 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
1,561,933 | $30,473,307 |
All Filings in NHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,526,219 | 242,935 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,107,860 | 236,308 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,876,304 | 234,075 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,792,447 | 236,383 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,851,570 | 40,667 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,460,344 | 249,937 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $15,806,356 | 228,086 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $20,369,920 | 242,326 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,798,839 | 56,088 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,946,305 | 190,137 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,006,634 | 197,075 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,183,913 | 198,285 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,288,156 | 196,264 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,123,293 | 196,264 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,810,308 | 187,865 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,532,442 | 186,316 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,187,819 | 201,086 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,850,014 | 217,760 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,260,358 | 213,335 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,216,306 | 190,959 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,304,008 | 183,505 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,073,492 | 194,708 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $17,912,951 | 258,970 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $13,878,732 | 230,276 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,766,987 | 193,791 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,026,496 | 162,086 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||